Surgent's Mastering the Offer in Compromise: Strategies for Preparation & Negotiation

Overview

This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial analysis standards, supporting documentation requirements and techniques to enhance the likelihood of IRS acceptance. Common pitfalls, recent trends and real-world case studies will also be covered.